If you need to bulk add or edit your Chart of Accounts in Puzzle, you can do so by uploading a CSV file directly from your Company Settings. This is different from categorizing transactions — this flow lets you define or update your account structure.
Steps
Go to Settings > Company.
Select Historical Books
Under Upload New Chart of Accounts, click Start.
Download the pre-formatted template and fill it out with your account details.
Choose your Duplicate Handling option (see below), then upload your completed CSV.
Duplicate Handling Options
Skip (default) — Any accounts in your CSV that already exist in Puzzle will be skipped. Only net-new accounts will be added.
Update [Ledger Account Only] — Any accounts that already exist will be updated to reflect what's in your CSV. New accounts will also be added. Use this option if you're editing existing accounts.
Tips
Use the provided template — Puzzle expects a specific format, so don't build your own from scratch.
Double-check account names and types before uploading to avoid needing to re-upload.